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Set Up Consultation Letter

Learn how to set up the default template for consultation letters, including category-specific consultation letters.

Jonathan avatar
Written by Jonathan
Updated over a week ago

After consulting the patient, the practitioner is able to create a letter. This can be used to inform the patient about the performed consultation, and the suggested treatment.

You can set up a default clinic template for consultation letters. It's possible to set two kind of consultation letters:

  1. Category specific (applies to all treatments within a category).

  2. Treatment specific (applies to specific treatments).

You can choose whether a consultation letter should be created by default, and supply a category-specific text.

During a consultation, the practitioner is able to edit the consultation letter that is generated from the templates. This allows the practitioner to add relevant information about the specific consultation of the patient.

To setup and edit the consultation letter templates, open menu > Record Settings > Records > Consultation Letter in the app.

Click the Header and Footer section to edit the default header and footer for all consultation letters in your clinic:

Category-Specific Templates

Click one of your treatment categories to set up the consultation letter for that specific treatment category. Keep in mind that this template will be applied to all treatments in the same category.:

Tick the checkbox to enable creating a consultation letter for that category. If enabled, you can enter a category-specific text that will be included in the consultation letter.

When multiple treatment categories are active at the same time, the category-specific texts will be combined automatically in the consultation letter of that record.

Treatment-specific consultation letter templates

Besides configuring category-specific consultation letters, it’s also possible to configure treatment-specific templates for consultation letters.

This is helpful when you want to send a letter to your patient after a consultation, but you’d like to use a different text based on the treatment that you added in the treatment plan.

For example, assume there’s a category ‘Breast Augmentation’, which holds different kind of surgical breast augmentation treatments. It’s possible to create a consultation letter template for each different type of treatment within this category.

Email Templates

To edit the email templates that are used when sending the consultation letter, open menu > Clinic Settings > Email & SMS messaging > Records in the app. The template Consultation Letter is used when sending the consultation letter to the patient. 


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